Institutional Ownership Invesco ETF Tr Ii S&P 500 Mome (SPMO)
This table provides information about the institutional ownership of Invesco ETF Tr Ii S&P 500 Mome (SPMO). We have compiled data on the 426 institutions that hold shares in the stock, with a total of 37 Million shares, which have been reported (via 13F filing form) to have a value of $4.23 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Apr 15, 2025 Q1 2025 |
3,073
shares
|
$350,998
0.01% of portfolio
|
Q1 2025
Reduced 32.04%
|
|
Evoke Wealth, LLC
|
May 13, 2025 Q1 2025 |
2,923
shares
|
$333,865
0.01% of portfolio
|
Q1 2025
New holding
|
|
Intelligence Driven Advisers, LLC
|
Jul 09, 2025 Q2 2025 |
2,877
shares
|
$328,610
0.05% of portfolio
|
Q3 2024
Reduced 61.55%
|
|
Brophy Wealth Management, LLC
Bedford, NH |
Nov 14, 2024 Q3 2024 |
2,813
shares
|
$321,300
0.09% of portfolio
|
Q3 2024
New holding
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
May 06, 2025 Q1 2025 |
2,771
shares
|
$316,503
0.04% of portfolio
|
Q1 2025
New holding
|
|
Richmond Investment Services, LLC
Mequon, WI |
May 14, 2025 Q1 2025 |
2,732
shares
|
$312,049
0.14% of portfolio
|
Q1 2025
Reduced 3.29%
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
May 15, 2025 Q1 2025 |
2,713
shares
|
$309,878
0.04% of portfolio
|
Q2 2024
New holding
|
|
Moors & Cabot, Inc.
Boston, MA |
May 08, 2025 Q1 2025 |
2,710
shares
|
$309,536
0.01% of portfolio
|
Q1 2025
New holding
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
2,679
shares
|
$305,995
0.01% of portfolio
|
Q2 2025
Reduced 22.33%
|
|
Castleview Partners, LLC
Dallas, TX |
Jul 15, 2025 Q2 2025 |
2,650
shares
|
$302,683
0.27% of portfolio
|
Q2 2025
New holding
|
|
Trail Ridge Investment Advisors, LLC
|
May 01, 2025 Q1 2025 |
2,632
shares
|
$300,627
0.13% of portfolio
|
Q1 2025
New holding
|
|
Certified Advisory Corp
Altamonte Springs, FL |
May 08, 2025 Q1 2025 |
2,518
shares
|
$287,605
0.03% of portfolio
|
Q1 2025
Added 0.2%
|
|
Tectonic Advisors LLC
Plano, TX |
Jul 23, 2025 Q2 2025 |
2,464
shares
|
$281,438
0.02% of portfolio
|
Q2 2025
Reduced 5.23%
|
|
Latitude Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
2,432
shares
|
$277,783
0.16% of portfolio
|
Q1 2025
New holding
|
|
Gk Wealth Management LLC
Reno, NV |
Jul 07, 2025 Q2 2025 |
2,398
shares
|
$273,899
0.24% of portfolio
|
Q2 2025
Added 3.41%
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Feb 14, 2025 Q4 2024 |
2,396
shares
|
$273,671
0.15% of portfolio
|
Q4 2024
New holding
|
|
Smart Wealth LLC
Omaha, NE |
Apr 29, 2025 Q1 2025 |
2,375
shares
|
$271,272
0.08% of portfolio
|
Q1 2025
New holding
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
May 05, 2025 Q1 2025 |
2,336
shares
|
$266,817
0.13% of portfolio
|
Q1 2025
Added 2.68%
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
2,326
shares
|
$265,675
0.04% of portfolio
|
Q1 2025
Added 0.17%
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Apr 29, 2025 Q1 2025 |
2,320
shares
|
$264,990
0.08% of portfolio
|
Q1 2025
New holding
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
2,263
shares
|
$258,479
0.01% of portfolio
|
Q2 2025
Added 3.76%
|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
2,247
shares
|
$256,652
0.01% of portfolio
|
Q2 2025
New holding
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
May 15, 2025 Q1 2025 |
2,246
shares
|
$256,538
0.14% of portfolio
|
Q1 2025
New holding
|
|
Fulcrum Equity Management
|
May 01, 2025 Q1 2025 |
2,179
shares
|
$248,885
0.23% of portfolio
|
Q1 2025
Reduced 1.98%
|
|
Herold Advisors, Inc.
|
May 13, 2025 Q1 2025 |
2,170
shares
|
$247,857
0.05% of portfolio
|
Q1 2025
New holding
|